You'll recall that the stimulus programs related to COVID generated a lot of spending, and the government is now talking about an infrastructure program that could be upwards of $ 2 trillion. This is going to create quite a shortfall in revenue, and the administration's answer is partially to increase taxes. Let's talk about the changes that are most likely to affect you.
Video topics include: Economic Recovery - Ahead, Behind or Right on Track, the Potential Showdown between the Fed and Interest Rates, and Why No One Asks for a One-Year Financial Plan
We discuss the new COVID stimulus bill, yield rates, and behavioral biases in this month's town hall webinar.
Mike and Doug discuss the new CDC regulations around cruises, if the reflation trade still on track, the changing landscape of fixed income, and whether you should be worried about a notable increase in speculative behavior.
In our first town hall webinar of 2021, Mike and Doug discuss highlights from recent COVID Relief Act, why we believe the Value Rotation has staying power, and how bonds might react to the recent rise in interest rates.
This month, Mike and Doug talk about how the market is viewing a potential COVID vaccine, the recent the explosion in cases, whether the Value Rotation is finally happening, and what challenges lower rates will present for investors going forward.